AGREEMENT FOR CAPITAL CAMPAIGN SERVICES

Transcription

1 AGREEMENT FOR CAPITAL CAMPAIGN SERVICES THIS AGREEMENT entered into this of JANUARY 2015 by and between the CITY OF ARLINGTON, ARLINGTON PUBLIC LIBRARY (hereinafter referred to as "CITY") and BRAD CECIL & ASSOCIATES, INC. (hereinafter referred to as "CONSULTANT"). Term 1. This Agreement shall be effective as of January, 2015, even if executed after such date and shall continue in effect until June 30th, 2016, unless terminated sooner in accordance with the termination provision contained herein. Engagement of CONSULTANT 2. The CITY agrees to retain and engage CONSULTANT to provide capital campaign fundraising services, subject to the terms and conditions of this AGREEMENT. It is the intention of the parties to this AGREEMENT, and the parties specifically agree, that CONSULTANT is an independent contractor and is not an agent, partner, employee or representative of the CITY. All services or projects executed by CONSULTANT shall be implemented at the request and direction of the CITY in accordance with the Scope of Work (Appendix A.) 3. Nothing contained in this agreement shall be deemed to create an employee relationship between CONSULTANT and the CITY. The CITY will not furnish any health, disability or life insurance nor shall the CITY furnish unemployment or worker's compensation insurance for CONSULTANT. CONSULTANT is responsible for all state and federal taxes derived from compensation related to this Agreement. Nonexclusive Relationship 4. CONSULTANT is free to work for other contractors (clients) during the term of this contract. Available Services 5. CONSULTANT is available to perform, on authorization by the CITY, any and all of the following services: A. General Consultation. Provide such other general consulting services as necessary to accomplish the goals and objectives assigned, or as otherwise requested and approved by the CITY. At the direction of the CITY this may include the following: Capital Campaign Consultation Capital Campaign Planning Campaign Committee Training Donor Research Donor Cultivation & Solicitation 1 of 3

2 Campaign Material Development B. Project Services: Provide project services authorized by the CITY. Prior Approval by the CITY 6. CONSULTANT shall not incur obligations or provide any products or services relating to the CITY or for which the CITY may be obligated to pay or reimburse CONSULTANT under this Agreement, unless it has received the CITY'S prior written approval. Notwithstanding anything to the contrary herein, prior written approval by the CITY for all products and services, other than the monthly retainer fee of $4,800.00, shall be required before the CITY shall be obligated to pay for any such products or services. The project cost is not to exceed $118,124 unless pre-authorized in writing by the CITY. The cost estimate for accomplishing the specified Scope of Services is included in Appendix A and billing shall be on a monthly basis. 7. The Scope of Services shall be strictly limited. The CITY shall not be required to pay any amount in excess of the original amount unless the CITY shall have approved in writing in advance (prior to the performance of additional work) the payment of additional amounts. If at any time it becomes evident that the cost estimates provided to the CITY will not be sufficient to complete the authorized work, CONSULTANT will immediately notify the CITY in writing of said fact. 8. The CITY'S designated administrator to provide approval for CONSULTANT services or projects shall be Cary A. Siegfried or designee as assigned in writing at a future date. A written Project Bid when accepted by the CITY's administrator becomes the authority for the CONSULTANT to proceed on the project. The directives of that administrator constitute prior approval by the CITY. In cases where directives from the CITY administrator differ significantly from the approved Program Plan and Budget, or a Project Bid, the CONSULTANT reserves the right to request that these directives be submitted in writing. Third-Party Contracts 9. CONSULTANT is authorized to enter into contracts with third parties to effectuate the purposes of this Agreement, but it shall be solely liable to such parties for all payments due them. CONSULTANT shall indemnify and hold the CITY harmless from any and all claims and liabilities arising from such contracts or from other performance of this Agreement. A. CONFLICT OF INTEREST The CONSULTANT covenants and agrees that CONSULTANT and its officers, employees, and agents will have no interest, including personal financial interest, and will acquire no interest, either directly or indirectly, which will conflict in any manner with the performance of the services called for under this Contract. No officer of employee of the City shall have a financial interest, direct or indirect, in any contract with the City, or be financially interested, directly or indirectly, in the sale to the City of any land, materials, supplies or services, except on behalf of the City or in compliance with the provisions of the City of Arlington Personnel Policies and Procedures Manual. Any violation of this provision 2 of 3

3 shall render this contract voidable at the discretion of the City. B. TARGET ARLINGTON In performing this contract, CONSULTANT agrees to use diligent efforts to purchase all goods and services from Arlington businesses whenever such goods and services are comparable in availability, quality, and price. C. M/WBE As a matter of policy with respect to the City of Arlington projects and procurements, City of Arlington also encourages the use, if applicable, of qualified contractors, subcontractors and suppliers where at least fifty-one percent (51%) of the ownership of such contractor, subcontractor or supplier is vested in racial or ethnic minorities or women. In the selection of subcontractors, the CONSULTANT agrees to consider this policy and to use its reasonable and best efforts to select and employ such company and persons for work on this contract. Compensation and Costs 10. For the services to be provided under this agreement, the CITY agrees to pay CONSULTANT as follows: A. Retainer Consulting Services. The CITY shall pay to CONSULTANT a retainer fee of $4,800 per month, payable upon receipt of invoice until project completion. Total project cost is not to exceed $118,124 unless pre-authorized in writing by the CITY. The retainer is for the purpose of obtaining consulting services from CONSULTANT. The services provided to the CITY in return for the retainer shall be: * Telephone consultation and strategy development as needed, provided by the consultant assigned to the CITY and by agency principals. * Daily project management services. * Conceptualizing, writing and editing projects as outlined in the program plan and budget. * Priority allocation of consulting time for on-site meetings. * Travel expenses related to the execution of program plan and budget and regular meetings. * Access to CONSULTANT'S staff and expertise. * Analysis of fund raising reports and strategies as needed. This includes the time for compiling, producing and analyzing reports. B. For all projects to be mailed involving the CONSULTANT, a "Postage Deposit" (100% of estimated postage needed each month) will be payable directly to the 3 of 3

4 CONSULTANT prior to the mail date of the project. D. CONSULTANT understands that the CITY is exempt from Federal Excise and State Sales taxes. Taxes must not be included in bid pricing. Tax exemption certificates will be prepared and executed by the City s Purchasing Division and furnished upon request. Billing and Payment 11. CONSULTANT will bill the CITY on a monthly basis at the end of each billing period and/or upon completion of project. The billing for each month consists of the current month's charges for CONSULTANT s services, expenditures, and completed projects; the retainer for the following month; adjustments, and balances forward with interest charges, if any. The billing shall include a listing of charges incurred for each category of service on behalf of the CITY for which reimbursement is sought by CONSULTANT. All payment terms shall be Net 30, and payments shall be made on approved invoices in accordance with the Texas Prompt Payment Act. 12. PRICE WARRANTY - The price to be paid by the City shall be that contained in CONSULTANT's bid, which CONSULTANT warrants to be no higher than CONSULTANT's current prices on orders by others for products of the kind and specification covered by this contract for similar quantities under like conditions and methods of purchase. In the event CONSULTANT breaches this warranty, the prices of the items shall be reduced to CONSULTANT's current prices on orders by others, or in the alternative upon City's option, City shall have the right to cancel this contract without liability to CONSULTANT for breach or for CONSULTANT's actual expense. 13. WARRANTY SERVICE CLAUSE - Under the terms of the warranties which arise from these contract documents and/or by the terms of any applicable special warranties required by the contract documents, if any of the work in accordance with this contract is found to not be in accordance with the requirements of the contract documents, the CONSULTANT shall correct such work promptly after receipt of written notice from the CITY as the contract documents may provide. This obligation shall survive acceptance of the work under the contract and termination of the contract. In order to facilitate a prompt response, CONSULTANT agrees to provide for warranty service to the extent practical, from local businesses, including goods and services, when such goods and services are comparable in availability, quality and price. If CONSULTANT fails within a reasonable time after written notice to correct defective work or to remove and replace rejected work, or if CONSULTANT fails to perform the work in accordance with the contract documents, or if CONSULTANT fails to comply with any provision in the contract document, either the CITY or its designee may, after seven (7) days written notice to CONSULTANT, correct and remedy any such deficiency. 14. RIGHT TO AUDIT - CONSULTANT agrees that the City shall, until the expiration of three (3) years after final payment under this Contract, have access to and the right to examine any directly pertinent books, documents, papers and records of the CONSULTANT involving transactions relating to this Contract. CONSULTANT agrees that the City shall have access, during normal working hours, to all necessary CONSULTANT facilities, and shall be provided adequate and appropriate workspace, in order to conduct audits in compliance with the provisions of this 4 of 3

5 section. The City shall give CONSULTANT reasonable advance notice of intended audits. Insurance 15. CONSULTANT shall, at its own expense, purchase, maintain and keep in force during the term of this Contract such insurance as set forth below. CONSULTANT shall not commence work under this Contract until CONSULTANT has obtained all the insurance required under this Contract and such insurance has been approved by the CITY, nor shall CONSULTANT allow any subcontractor to commence work on its own subcontract until all similar insurance of the subcontractor has been obtained and approved. All insurance policies provided under this Contract shall be written on an occurrence basis, except for professional liability which shall be on a claims made basis. The insurance requirements shall remain in effect throughout the term of this Contract. A. Worker's Compensation Insurance, statutory limits as required by law; Employers Liability Insurance of not less than $1,000, for each accident, $1,000, disease-each employee, $1,000, disease-policy limit. B. Commercial General Liability Insurance, including Independent Contractor's Liability, Completed Operations and Contractual Liability, covering but not limited to the indemnification provisions of this Contract, fully insuring CONSULTANT's liability for injury to or death of employees of the CITY and third parties, extended to include personal injury liability coverage and for damage to property of third parties, with a combined bodily injury and property damage limit of $1,000, per occurrence. C. Comprehensive Automobile and Truck Liability Insurance, covering owned, hired and non-owned vehicles, with a combined bodily injury and property damage limit of $1,000, per occurrence; or separate limits of $250,000 for bodily injury (per person), $500,000 bodily injury (per accident), and $100,000 for property damage. D. Professional Liability Insurance: CONSULTANT shall obtain and maintain at all times during the prosecution of the work under this Contract professional liability insurance. Limits of liability shall be $1,000, per occurrence and $2,000,000 aggregate. Any such policy of insurance and the Declarations Page therefore shall identify if coverage is being provided on an occurrence or claims-made basis. If this coverage is being provided on a claims-made basis, CONSULTANT must maintain this policy for a period of two (2) years after the completion of the project or shall purchase the extended reporting period or tail coverage insurance providing equivalent coverage for the same period of time. 16. Each insurance policy to be furnished by CONSULTANT shall include the following conditions by endorsement to the policy: A. Name the CITY as an additional insured as to all applicable coverage, except worker s compensation and professional liability insurance; 5 of 3

6 B. Each policy will require that thirty (30) days prior to the expiration, cancellation, non-renewal or any material change in coverage, a notice thereof shall be given to the CITY by certified mail to: Risk Manager City of Arlington MS# Post Office Box Arlington, Texas However, if the policy is canceled for nonpayment of premium, only ten (10) days advance written notice to the CITY is required; CONSULTANT shall also notify the CITY within twenty-four (24) hours after receipt of any notices of expiration, cancellation, nonrenewal or any material change in coverage it receives from its insurer(s). C. The term Owner or CITY shall include all authorities, boards, bureaus, commissions, divisions, departments and offices of the CITY and the individual members, employees and agents thereof in their official capacities, and/or while acting on behalf of the CITY; D. The policy phrase Other Insurance shall not apply to the CITY where the CITY is an additional insured on the policy; and E. All provisions of the Contract concerning liability, duty and standards of care together with the indemnification provision shall be underwritten by contractual liability coverage sufficient to include such obligations within applicable policies. 17. Concerning insurance to be furnished by CONSULTANT, it is a condition precedent to acceptability thereof that: A. Any policy submitted shall not be subject to limitations, conditions or restrictions deemed inconsistent with the intent of the insurance requirements to be fulfilled by CONSULTANT. The CITY s decision(s) thereon shall be final; B. All policies are to be written through companies duly approved to transact that class of insurance in the State of Texas; and C. The General and Automobile liability policies required herein shall be written with an occurrence basis coverage trigger. 18. CONSULTANT agrees to the following: A. CONSULTANT hereby waives subrogation rights for loss or damage to the extent same are covered by insurance. Insurers shall have no right of recovery or subrogation 6 of 3

7 against the CITY, it being the intention that the insurance policies shall protect all parties to this Contract and be primary coverage for all losses covered by the policies; B. Companies issuing the insurance policies and CONSULTANT shall have no recourse against the CITY for payment of any premiums, or assessments for any deductible, as all such premiums are the sole responsibility and risk of CONSULTANT; C. Approval, disapproval or failure to act by the CITY regarding any insurance supplied by CONSULTANT (or any subcontractors) shall not relieve CONSULTANT of full responsibility or liability for damages and accidents as set forth in the Contract documents. Neither shall the insolvency or denial of liability by the insurance company exonerate CONSULTANT from liability; and, D. No special payments shall be made for any insurance that the CONSULTANT and subcontractors are required to carry; all are included in the contract price and the contract unit prices. Any of the insurance policies required under this section may be written in combination with any of the others, where legally permitted, but none of the specified limits may be lowered thereby. Suspension of Services 19. Should the CITY be in arrears in the payment of any undisputed portion of an invoice more than sixty (60) days from the date of the invoice, CONSULTANT shall be entitled to, and CONSULTANT reserves the right to, discontinue services under this Agreement until such time as all such arrearages are cured by the payment of such invoice or invoices. Non-disclosure 20. CONSULTANT'S work may involve access to sensitive information. As such CONSULTANT agrees not to transfer or disclose any of the CITY s proprietary information to any other company, organization, or association, unless given explicit permission to share specific information with other company, organization or association. CONSULTANT's obligation under the terms of this paragraph will survive the termination of this Agreement. CONSULTANT agrees that all information received from the CITY that is of a proprietary nature is confidential. Disposition of Property and Materials 21. All original materials are the exclusive property of the CITY once original delivery and compensation has occurred. All art boards, art disks, mechanicals, specifications, copy, photos, the CITY interviews and other property and material, which constitute completed work produced by reason of the terms of this Agreement, shall be the property of the CITY as soon as payment has been made on them. 7 of 3

8 Copyright arrangements are the responsibility of the CITY. CONSULTANT will assign any rights to copyright for all customized materials created for and used by the CITY as part of this contract, if requested. Proprietary Names 22. All computer lists of names and addresses are the exclusive property of the CITY, and CONSULTANT agrees that in all instances, such information to which they have access from the CITY's database shall be confidential, and they will not divulge any such information to any third party. Limitation of Remedies 23. The CONSULTANT'S entire liability and the CITY'S exclusive remedy shall be as follows: A. CONSULTANT'S liability to the CITY for any cause whatsoever, except as otherwise stated in this Section, and regardless of the form of action, whether in contract or in tort shall be limited to either (a) a correction or replacement provided to compensate for the nonperformance of adjustment or (b) refund of charges related to that omission, error or nonperformance that is the subject matter of, or is directly related to, the cause of action. The foregoing limitation of liability will not apply to claims for personal injury or damage to real property or tangible personal property caused by CONSULTANT'S negligence. B. In no event will CONSULTANT be liable for any damages caused by the CITY'S failure to perform the CITY'S responsibilities, or for any loss of income, lost savings or other consequential damages, even if CONSULTANT has been advised of the possibility of such damages, or for any claim by the CITY based on any third party claim. C. No right or remedy granted herein or reserved to the parties is exclusive of any right or remedy herein by law or equity provided or permitted; but each shall be cumulative of every right or remedy given hereunder. No covenant or condition of this contract may be waived without consent of the parties. Forbearance or indulgence by any party shall not constitute a waiver of any covenant or condition to be performed pursuant to this contract. D. The CONSULTANT and the CITY recognize that disputes arising under this Agreement are best resolved at the working level by the parties directly involved. Both parties are encouraged to be imaginative in designing mechanisms and procedures to resolve disputes at this level. Such efforts shall include the referral of any remaining issues in dispute to higher authority within each participating party's organization for resolution. Failing resolution of conflicts at the organizational level, the CONSULTANT and the CITY agree that any remaining conflicts arising out of or relating to this Contract shall be submitted to nonbinding mediation unless the CONSULTANT and the CITY mutually agree otherwise. If the dispute is not resolved through non-binding mediation, then the parties may take other appropriate action subject to the 8 of 3

9 other terms of this Agreement. Termination 24. City of Arlington (Arlington Public Library) and Brad Cecil & Associates, Inc. may terminate this Agreement at any time and for any reason by providing sixty (60) days written notice. Brad Cecil & Associates, Inc. shall be entitled to payment in accordance with the terms of this Agreement for all services provided in accordance with the terms of this Agreement through and including the sixty (60) day period following notice of termination. Parties Bound 25. This Agreement shall be binding upon and inure to the benefit of the parties hereto and their respective heirs, executors, administrators, legal representatives, successors, and assigns where permitted by this Agreement. INDEMNIFICATION CONSULTANT does hereby agree to waive all claims, release, indemnify and both hold harmless the City, its officials, agents and employees, in both their public and private capacities, from and against any and all liability, claims, losses, damages, suits, demands or causes of action, including all expenses of litigation and/or settlement, court costs and attorney fees, which may arise by reason of death or injury to persons or loss of, damage to, or loss of use of any property occasioned by any error, omission, or negligent act of the CONSULTANT, its officers, agents, employees, subcontractors, invitees, or other persons for whom the CONSULTANT is legally liable, arising out of or in connection with the performance of this contract, and CONSULTANT will at its own cost and expense defend and protect the City against any and all such claims and demands. This contract is not a contract for professional services as described in the Texas Professional Services Procurement Act, therefore the CONSULTANT does further hereby agree to waive all claims, release, indemnify, defend and hold harmless the City and all of its officials, officers, agents and employees from and against any and all claims, losses, damages, suits, demands or causes of action, and liability of every kind including all expenses of litigation and/or settlement, court costs and attorney fees for injury or death of any person or for loss of, damages to, or loss of use of any property, arising out of or in connection with the performance of this contract. Such indemnity shall apply whether the claims, losses, damages, suits, demands or causes of actions arise in whole or in part from the negligence of the City, its officers, officials, agents or employees. It is the express intention of the parties hereto that the indemnity provided for in this paragraph is indemnity by the CONSULTANT to indemnify and protect the City from the consequences of City s own negligence whether that negligence is a sole or concurring cause of the injury, death or damage. Legal Construction 26. This Agreement shall be construed under and in accordance with the laws of the 9 of 3

10 State of Texas. 27. In case any one or more of the provisions contained in this Agreement shall for any reason be held to be invalid, illegal, or unenforceable, in any respect, such invalidity, illegality or unenforceability shall not affect any other provision hereof, and this agreement shall be constructed as if such invalid, illegal, or unenforceable provision had not been contained herein. General 28. This Agreement can only be modified by a written agreement duly signed by persons authorized to sign agreements on behalf of the CITY and of CONSULTANT, and variance from or addition to the terms and conditions of this Agreement in any Project Proposal will be of no effect. 29. If any action at law or equity is necessary to enforce or interpret the terms of this Agreement, the prevailing party shall be entitled to reasonable attorney's fees, costs, and necessary disbursements in addition to any other relief. 30. All notices under this Agreement shall be in writing and shall be sufficiently given if delivered to and received by the party, or if sent by certified or registered mail, return receipt requested, postage prepaid, and addressed as follows (or to such other place as a party may from time to time designate to the other parties by similar written notice): If to CONSULTANT: Brad Cecil Brad Cecil & Associates, Inc Arlington Downs Rd Arlington, TX If to CITY: Cary A. Siegfried City of Arlington, Library Administration P. O. Box MS Arlington, TX Cary A. Siegfried City of Arlington, Library Administration 101 West Abram Street MS Arlington, TX By Date 10 of 3

11 BRAD CECIL & ASSOCIATES, INC. By Brad Cecil, President Date ATTEST: CITY OF ARLINGTON, TEXAS MARY W. SUPINO, City Secretary By: CARY A. SIEGFRIED, Director Of Libraries APPROVED AS TO FORM: URSULA MONROE PATTERSON, Interim City Attorney By: 11 of 3

12 Appendix A Proposal for Capital Campaign Services Background The Arlington Public Library, in collaboration with the Arlington Public Library Foundation, is preparing to launch a capital campaign to raise approximately $7.5 million to furnish the new public library. Brad Cecil & Associates is proposing to assist the Arlington Public Library with the campaign by providing campaign leadership and support. Brad Cecil & Associates will assist by providing: 1. Pre-planning and preparation a. Campaign Strategy: As part of the planning and preparation for the capital campaign, BCA will work with the City of Arlington and the Arlington Public Library Foundation to create a preliminary campaign strategy, taking into account the feasibility study that has already been completed and a current donor assessment. The campaign strategy will be largely based on the project timeline and the table of gifts referenced below. b. Case for Support: A case for support will be created to serve as the basis for all campaign materials, trainings, proposals and meetings. The case for support will concisely summarize the current status of the Central Library, the need for improvements and the plan to achieve the goal set by the City of Arlington. The case for support will address the entire project (public and private funds) in a general sense and focus on the private funding needs in more detail. c. Committee Selection: BCA will assist and advise the City of Arlington and the Arlington Public Library Foundation in further developing its committee selection and securing campaign co-chairs and an honorary chair as necessary. 2. Campaign Plan and Timeline a. Campaign Plan and Timeline: Once initial preparations have been completed, the campaign strategy will be incorporated into a revised campaign plan and timeline which will be finalized and reviewed by all necessary partners. The campaign plan and timeline will specifically address campaign preparation, the quiet phase and the public phase. b. Develop Campaign Materials: BCA will work with its in-house design team to create a complete brand and collateral materials for the capital campaign. Suggested materials include: i. Campaign brand and tagline ii. Campaign logo iii. Campaign website iv. Campaign brochure v. Campaign video vi. Pledge forms vii. Invitations viii. Campaign newsletter 3. Committee Preparation a. Training Committee Members: Once the campaign leadership and committee has been selected, BCA will provide materials and lead sessions to train committee members on the capital campaign and their roles as committee members. Tools will include the case for support, talking points, gift table, donor giving opportunities and campaign branded materials. b. Coaching Donor Visits and Asking: In addition to basic training on the capital campaign, BCA will provide coaching for committee members specifically related to asking for major gifts to the capital campaign. 12 of 3

13 c. Developing Strategy for Each Prospect: Once donor prospect lists have been developed, committee members who have relationships with prospective organizations, their officers or prospective individual donors will be consulted to develop a customized approach for each prospective donor. 4. Donor Prospect Research a. Past Giving History: BCA will conduct prospect research for major corporate, foundation and individual donors to the capital campaign. The first step will be an assessment of current donors and relationships held by the Arlington Public Library Foundation. b. Capacity for Giving: Major donors to capital campaigns are largely determined by gift capacity, not gift history. Prospective donors capacity for giving will be analyzed using commonly applied research tools to determine a targeted gift range. c. Connection Research: In addition to the research mentioned above, prospects connections will be considered as part of their donor assessment. These include personal connections to committee members, community connections to the library, interest in literacy or community development, etc. d. Ask Amount Strategy: A customized ask amount will be applied to each prospect, taking into account previous gifts to the library, philanthropic support within the community, strength of connection to the project and/or its leaders and total annual giving. 5. Donor Cultivation a. Quiet/Leadership Phase: The quiet phase will be when the major gifts to the campaign ($50,000- $400,000) are secured. Prospect research and capital campaign leadership participation will be the driving force behind the success for this phase. The goal for the quiet phase is to raise 60% of the total funds required from gifts. This will be accomplished by soliciting three main types of funders: i. Key Foundation solicitation ii. Key Corporation solicitation iii. Key Individual solicitation b. Public/General Phase: The public phase will be focused on securing the remaining funding from smaller gifts ($1,000-$25,000). The goal of the public phase is to provide enough incentive from the success of the quiet phase to raise the remaining 40% of the total funds required. This will be accomplished by various methods of public outreach and education including: i. Press conference ii. Press Release iii. Website launch iv. Social media launch 6. Completion and Celebration Anticipated timeline: 1. Fundraising Audit and Readiness Assessment 1 month 2. Pre-planning and preparation 1 month 3. Feasibility study 1 month 4. Campaign plan and committee preparation 1 month 5. Quiet/Leadership phase 6-12 months 6. Public/General phase 6-12 months 7. Total 18 months. January 2015 June of 3

14 14 of 3

15 Cost To retain the service of Brad Cecil & Associates the proposed cost will be: 1. Capital Campaign Retainer - $4,800 a month payable in advance of each month. a. The retainer cost includes: i. Time for services provided by Brad Cecil & Associates. It is anticipated that the time required to support the project will be approximately 40 hours per month during the duration of the campaign. ii. Local travel for regular campaign meetings and donor visits. b. The retainer cost does not include: i. Campaign material creation and production. Estimates will be provided for each project and approved in advance. ii. Long-distance travel. For example: travel cost to visit foundations, etc. Thank you for the opportunity to present this brief proposal. Brad Cecil & Associates would be honored to assist the Arlington Public Library in this campaign. 15 of 3

16 16 of 3

17 17 of 3